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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,223 | $91,537+15.0% | $130,045-19.1% | $75,173+40.0% |
| Participation rate | 47.1% | 71.5%-24.4pp | 78.5%-31.4pp | 67.2%-20.1pp |
| Annual return | 20.29% | -631.55%+651.8pp | -137.30%+157.6pp | 160.72%-140.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,259 | $4,343-1.9% | $5,820-26.8% | $4,126+3.2% |
| Admin fee / account holder | $2,188 | $6,780-67.7% | $10,600-79.4% | $5,651-61.3% |